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Retirement Financial Solutions’s Belpointe PREP OZ Stock Holding History

Retirement Financial Solutions’s Portfolio OZ Stock Details OZ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,304
Closed -$230K – 184
2022
Q4 		$230K Buy
+2,304
New +$230K 0.2% 27